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Thomas Drogan

@Principal Securities, Inc.

Latest period2024 - Q3ReportedManaged Assets$4.135BTotal holdings3452
Assets growth rate13.97%Assets growth rate (2-Q avg)13.5%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Principal Securities, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3452 positions.

Assets under management

The assets under management (AUM) of Principal Securities, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.135B in assets, with a quarterly growth rate of 13.97% and a 2-quarter average growth rate of 13.5%. The portfolio is managed by Thomas Drogan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PCNPimco Corporate &incm Strg
Recent Activity
Increased 9.63%
0.31%
$12.782M
900,769 shares@ $14.2 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 7.75%
0.31%
$12.698M
73,117 shares@ $173.68 avg price
APUETrust For Professional Manag
Recent Activity
Increased 102.35%
0.31%
$12.534M
355,666 shares@ $35.25 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -4.29%
0.29%
$11.929M
206,271 shares@ $57.84 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -3.23%
0.29%
$11.912M
142,232 shares@ $83.75 avg price
VFHVanguard World Fd
Recent Activity
Increased 4.77%
0.29%
$11.669M
106,172 shares@ $109.92 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Increased 12.59%
0.29%
$11.593M
92,036 shares@ $125.97 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 79.52%
0.28%
$11.39M
337,877 shares@ $33.71 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.65%
0.28%
$11.353M
43,032 shares@ $263.84 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.93%
0.28%
$11.327M
168,376 shares@ $67.28 avg price